Make everything work like clockwork, with Makerble Automation

Streamline Every Step of Your Process: Automatically manage tasks like enrolling contacts, updating statuses, or assigning flags by creating your own custom automations.
Automate With Precision: Set custom criteria to trigger actions tailored to your contacts, saving time while ensuring accuracy.

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You can create Automations on Makerble that perform one or more Actions when certain Criteria are met.

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Watch the walkthrough video

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Step 1	Step 2	Step 3
Image Added Choose the Criteria you want Makerble to look for

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Choose the Actions you want Makerble to do

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Now sit back and wait for Makerble to:

(1) spot contacts who match the Criteria

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(2) do the Actions, e.g. create an In-App Alert

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Types of Criteria

Types of Action

Contact has been added to a project
Contact has been added to a project’s state (e.g. to the Waiting List, Enrolled, Alumni or Declined)
Days since a contact has been added to a project and not received an SMS or Email
Days since a contact has been added to a project’s state (e.g. to the Waiting List, Enrolled, Alumni or Declined) and not received an SMS or Email
Number of events that a contact has been invited to but not attended
Days since the contact was tagged in a story

Every automation is specific to a single project.
Individual Automation Actions are generated for every individual contact who meets the Automation’s Criteria
- For example, if the Automation is designed to generate an In-App Alert every time a contact is moved to a particular project, Makerble will generate a separate In-App Alert for each contact who is moved to that project (rather than creating a single ‘batch In-App Alert’ that relates to all the contacts who were moved into that project)

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